Aveo Capital Partners’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Aveo Capital Partners’s Portfolio SPLV Stock Details SPLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-4,981	Closed	-$277K	–	201
2019 Q2	$277K	Buy	+4,981	New	+$268K	0.12%	141
2017 Q4	–	Sell	-4,666	Closed	-$214K	–	154
2017 Q3	$214K	Sell	4,666 -64	-1%	-$2.9K	0.07%	122
2017 Q2	$212K	Buy	+4,730	New	+$210K	0.07%	117
2017 Q1	–	Sell	-18,930	Closed	-$787K	–	216
2016 Q4	$787K	Buy	+18,930	New	+$772K	0.22%	73

Other funds holding SPLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Aveo Capital Partners's SPLV Position: Q3 2019 in Review

Aveo Capital Partners sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q3 2019, closing a stake of 4,981 shares — an estimated $277K sold.

Aveo Capital Partners first reported a position in SPLV in Q4 2016 and held it in 4 quarters. The position peaked at $787K in Q4 2016. 540 funds tracked by Wall St. Rank hold SPLV as of Q3 2019.

Aveo Capital Partners reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q3 2019 after selling out during the quarter.
Aveo Capital Partners sold 4,981 Invesco S&P 500 Low Volatility ETF shares in Q3 2019, an estimated $277K.
Aveo Capital Partners first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2016 and held it in 4 quarters.
Aveo Capital Partners's Invesco S&P 500 Low Volatility ETF position peaked at $787K in Q4 2016.
540 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2019.

Based on Aveo Capital Partners's 13F filing for Q3 2019, filed 7 Nov 2019.